All Lab users can view/filter their school's evaluation tasks from the Rule Management menu option for TES Evaluations. The table provides a listing of all requests submitted for TES evaluation, in addition to filter and sort capabilities that the user can apply to the table to customize the display.

TES Evaluation Requests

The TES and Transferology Lab evaluation integration provides the following functionality for institutions with active TES subscriptions:

Any Lab user can view evaluation requests.

Only those Lab users assigned the TES Evaluator role can create evaluation tasks.

NOTE:

Your institution must have subscriptions to both Transferolgy and TES to view TES evaluation information in Transferology.

You can send unarticulated courses from the Transferology Lab to the TES evaluation workflow. The TES evaluation workflow allows you to send unarticulated transfer courses to a TES reviewer in the academic department to:

determine a transfer equivalent, or

review a proposed equivalent

Mandatory actions are required by TES administrators and Transferology administrators for the institution to set up this process:

1- TES Administrator One-Time Setup

Prior to attempting to create evaluation tasks from Transferology, the TES administrator must choose a Default Assignee for any external evaluations requests. (In TES, on the Evaluation Workflow page under the Manage tab)

2- Transferology Administrator One-Time Setup

Prior to attempting to create evaluation tasks from Transferology, a Transferology administrator must define their TES Evaluation settings:

Request Daily Limit

The Request Daily Limit should be set to the number of evaluation tasks your school wants to be available to be sent from the Lab to TES daily, e.g., 50

This number identifies a daily limit of evaluation tasks your school wants to be available to be sent from the Lab to test daily, that will be enforced by Transferology. An evaluation task is the transaction of a course or courses to be evaluated by the department.

On the General Information tab:

Consider the load assigned to the task receiver in TES

Consider the reviewers the assignee will forward the evaluations to

Role Who Can View Activity Logs

Role who can view the activity logs from TES

Role Who Can View Comments

Role who can view comments on the evaluation tasks

The checkbox allows users to assigned task to staff other than the default assignee. Any user with TES evaluation tracker and TES equivalency manager user rights is available for sending courses to their TES evaluation queues.

Evaluation requests are listed by the following columns:

Course(s)

School

Status

Last Action

Assignee

Creator

Created

NOTE:
The content of the requests table are dictated by the applied filters.

Course(s)

School

Status

The current status of the TES evaluation request is indicated by one of the five available icons:

Name

Definition

Requested

(paper airplane)

TES evaluation for the selected course(s) has been requested

Complete - Approved

(thumb up)

TES evaluation for the selected course(s) has been approved

Complete - Denied

(thumb down)

TES evaluation for the selected course(s) has been denied

Complete - TES Equivalency Created

(book overlaid with green checkmark)

TES evaluation for the selected course(s) has been closed with equivalency

Complete

(checkmark)

TES evaluation has been closed without being approved, denied, or having an equivalency created.

"Completed" status serves as a catch-all indication for any requests not fitting into another status (above)

Hover over any icon with the mouse to view the meaning of each icon. For example:

Last Action

Hyperlinked date of last action taken on the TES evaluation request. Click the Last Action link to view a pop-up display detailing what action last occurred on the specified date:

Assignee

First and last name of the individual assigned to the TES evaluation request (AKA the assignee).

Assigned To: The assignee designated on the "Assigned To:" line is always the user chosen for Creator/Assignee for any external evaluation requests.

Created By: The creator assigned on the "Created By: line is always yourself (if you have a user account for the subscribing school–otherwise the creator will be the user assigned as Creator/Assignee for any external evaluation requests).

Creator

First and last name of the individual that created the TES evaluation request.

Assigned To: The assignee designated on the "Assigned To:" line is always the user chosen for Creator/Assignee for any external evaluation requests.

Created By: The creator assigned on the "Created By: line is always yourself (if you have a user account for the subscribing school–otherwise the creator will be the user assigned as Creator/Assignee for any external evaluation requests).

Created

Date (mm/dd/yy) the TES evaluation request was created.

Sort TES Evaluations

Sort TES evaluation requests by the following parameters:

Created increasing

Created decreasing (default)

Last Action increasing

Last Action decreasing

Status

Assignee

Creator

Filter TES Evaluations

Two areas on the TES Evaluations page allow for filtering of requests: keyword filter field (above the table) and more comprehensive filter (to the right of the table):

NOTE:
Applied filters shape the content of the requests table.

Keyword Filter

The keyword filter located above the list of TES evaluation requests allows the user to filter by course.

To apply a filter, key in the course or school name of interest and click the blue Apply button. Relevant search results will be filtered to match the input field and displayed in the table below:

Filter Box

The comprehensive filter located to the right of the list of TES evaluation requests allows the user to filter by several preset parameters:

Date range

Assignees

Creators

Source Schools

Status

All status selection checkboxes are selected, by default; click on a checkbox to deselect it.

Date Range

The user may customize a date range within which TES Evaluation requests should fall by clicking directly in the date field to generate a calendar (on the left) with some date range options (on the right):

The date range is set to Last 30 Days, by default.

Click the Apply button to enact the filter or the Cancel button to cancel the action.

Other options for filtering the date range include the following:

Today

Yesterday

Last 7 Days

Custom Range

The Custom Range selection expands the calendar to include any previous 30-day timeframes that may be indicated either on the calendars or by keying in the FROM and TO fields manually:

Click the Apply button to enact the filter or the Cancel button to cancel the action.

Max range exceeded
Establishing a Custom Range that exceeds the 30-day timeframe results in a red error indicating the date has been adjusted:

Assignees

The user may customize the list of TES evaluation requests by assignees/roles that populate the Assignees drop-down menu:

The assignees drop-down menu is set to All Assignees, by default.

Click the Apply button to enact the filter or the Cancel button to cancel the action.

Creators

The user may customize the list of TES evaluation requests by creator name(s) that populate the Creators drop-down menu:

The creators drop-down menu is set to All Creators, by default.

Click the Apply button to enact the filter or the Cancel button to cancel the action.

Source

The user may customize the list of TES evaluation requests by those that are assigned from a particular institution (the "source school"):

The source school drop-down menu is set to All Source Schools, by default.

Click the Apply button to enact the filter or the Cancel button to cancel the action.

Status

The user may customize the list of TES evaluation requests by status by checking/unchecking the checkbox of interest:

Requested

Complete-Approved

Complete-Denied

Complete-TES Equivalency Created

Complete

All status selection checkboxes are selected, by default; click on a checkbox to deselect it.

Click the Apply button to enact the filter or click the Cancel button to cancel the action.

TES Mode

The purpose of TES Mode is to help users target the courses from other institutions for which students most want transfer answers. Users with the TES evaluations role assigned to their account may enter TES Mode to create evaluation tasks from courses appearing in four areas of the Transferology Lab:

Note that TES Mode is only available in Unknown Equivalencies to those users assigned the role of School Administrator or Transfer Specialist AND TES Evaluator

When viewing matches in the Course Bundles, TES Mode tab is available for those courses listed on the Maybe tab (i.e., courses that have not yet been reviewed by this school and therefore may not transfer), if applicable.

Remember: the institution the Lab user is logged in from must have an active subscription for TES in order to utilize this function.

The example below will explore TES Mode when searching for matches on a course bundle. Clicking the % Match button for the school directs you to the school's page listing the tab for Matches, Maybes, and/or Misses:

The TES Mode tab is available only when the following two conditions are met:

A Maybe tab is present

The school you are logged in from is a subscribing TES school

When both conditions are met, a TES Mode tab will appear on the right side of the page adjacent to the School Profile:

Assign These Requests To

New in 1.6.2, the Lab user can specify who to assign TES evaluation requests to, other than the default assignee (if desired).

Add Courses to the TES Mode tab

On the right side of the screen, click on the TES Mode tab; the Maybe tab on the left will automatically toggle to the top when this action is performed.

The TES Mode tab is the area where "Maybe" courses from the left side of the screen may be added to and sent to TES for evaluation. As you know, the Maybe tab provides a list of courses that have not yet been reviewed by this school and may not transfer. Select any courses from this list that you want to send out to the TES evaluation workflow.

Adjacent to the course of interest at each school on the left, click on the plus button(s) () to add the course(s) to your queue on the TES Mode tab on the right.

Only courses that exist in TES can be part of an evaluation task; they are marked with the plus button.

When a course is sent out through the integration, this is called an evaluation task in TES.

Those courses marked as (Requested) have already been sent out for review. Click directly on the (Requested) notation to be directed to the TES Evaluations page:

Delete Courses

To delete a course added to the TES Mode tab, simply click the trash can button () adjacent to the desired course. The course will be removed from the list.

Link Courses

Users may link together two or more courses from the same institution, which will result in them being evaluated together in TES.

When multiple courses are added to TES Mode, those courses taken at the same school display the ability to be selected and linked together via the Link button ().

Remember: the TES Evaluation may send a maximum of 10 evaluation tasks per Send to TES click.

Courses linked together count as a single evaluation task.

Click in the selection box to select the courses to be linked, and then click the Link button; the linked courses will now display on the same line on the TES Mode tab:

Note that the Link button disappears once the courses are linked together.

Unlink Courses

To unlink courses, click the Unlink button () next to the course that needs removed from the grouping. This unlinked course is dissociated from the linked group and drops back down to the bottom of the course list:

Send to TES

After adding courses to the TES Mode tab, click the blue Send to TES button () to send the selected courses out to TES for evaluation. Send to TES actually creates the evaluation task in TES, but the progress of evaluation requests are viewable in both the Transferology Lab and in TES to all Lab users.

Successful Request

Below, a Sociology course taken at EKU is successfully sent to TES for evaluation:

The View link provides additional details for the TES Evaluator in a pop-up window:

Assigned To: The assignee designated on the "Assigned To:" line is always the user chosen for Creator/Assignee for any external evaluation requests.

Created By: The creator assigned on the "Created By: line is always yourself (if you have a user account for the subscribing school–otherwise the creator will be the user assigned as Creator/Assignee for any external evaluation requests).

Failed Requests

Occasionally, a request for TES evaluation fails.

Course Previously Requested From the Transferology Lab

Below, History course taken at EKU are not able to be sent to TES for evaluation because an they were previously request from the Transferology Lab (i.e., clicked the (Requested) link next to the institution):

The View link provides additional details for the TES Evaluator in a pop-up window:

Assigned To: The assignee designated on the "Assigned To:" line is always the user chosen for Creator/Assignee for any external evaluation requests.

Created By: The creator assigned on the "Created By: line is always yourself (if you have a user account for the subscribing school–otherwise the creator will be the user assigned as Creator/Assignee for any external evaluation requests).

Comments: Your role must be set to view Comments to view the information in this section

Activity Log: Your role must be set to view activity logs to view the information in this section